The Fed Won’t Turn Dovish – So, Here’s the Play
The whipping post
Listen to the audio version of this article (generated by AI). Why Wall Street misread Friday’s jobs report… the data weren’t dovish, they were messy… the Fed is due for a pause, not a pivot… the metal that performs well regardless of rates… how Jonathan Rose views it Friday’s jobs report was, on its face, … Read more
ACM Research retreats 9% as recent gains fade
The whipping post
SA Spotlight uses AI to summarize content published on Seeking Alpha. All summaries are reviewed by human editors prior to publication. PhonlamaiPhoto/iStock via Getty Images Shares of ACM Research (ACMR), a semiconductor process equipment developer, slumped almost 9% on Monday, closing at $76.17 after falling $7.21 on the session. The slide counteracted some recent gains, … Read more
What's Wrong With Netflix Stock?
Key Points It’s hard to be a Netflix (NASDAQ: NFLX) investor right now. The streaming giant has a few bright spots in terms of growth, but the stock has declined more than 40% in the past 12 months and is just a few dollars off its 52-week low. So what’s wrong with Netflix? The business … Read more
5% Was the Line – We’re Now at 5.25%
Listen to the audio version of this article (generated by AI). Trump rejects Iran’s deal as oil spikes… the 10-year rockets up to 5.25%… what’s cracking beneath the surface?… the PCE double-whammy As I write on Monday morning, stocks are selling off due to geopolitical disappointments over the weekend. President Donald Trump rejected Iran’s latest … Read more